A new path forward in financial planning.

We exist for one purpose: To create financial health.

Values

Beyond Retirement

Let’s go Beyond Retirement. We don't believe in accumulation followed by distribution or retirement as a final destination. We build financial lives for the real world and for your whole life.

True Resilience

Let’s create True Resilience. Our approach creates adaptable financial strategies that respond to life's changes, not rigid plans that break under pressure.

Ethical Clarity

Let’s have Ethical Clarity. We help people cross from conventional, failing systems into a healthier, more intelligent way of engaging with their money and future.

Our Services

A new path forward.

Introducing The Circle

What is required for a healthy financial life?

Our Approach

Financial health doesn’t begin and end with their accumulation strategies.

Financial health begins with having the right financial tools for what life brings.

Meet our team

  • Jonathan Grimm, M.A.

    Investment Advisor, author of The Future Poor and co-founder of Fernbridge Advisors.

  • Bijou Schmidt, RICP®

    Investment Advisor, co-founder of Fernbridge Advisors

  • Ryan Roope

    Associate Advisor, screen-writer and co-host of the podcast What’s Up With Money?!